
October 2nd or
October 3rd
6pm to 7pm
Join us for a complimentary educational seminar
where we’ll focus on:
- Will Social Security be there for me?
- Will Social Security be enough for me to live on in retirement?
- When should I apply for Social Security?
- How much can I expect to receive?
- Changes in Social Security filing strategies
- How can I maximize my benefits?
Maximize Your Social Security Benefits
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income.
This informative seminar covers what you need to know about Social Security and reveals strategies for maximizing your benefits.
At this one-hour seminar, you will learn:
- Why you should check your earnings record for accuracy
- How to estimate your benefits
- Five factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits and when it does not
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income

Presenter: Chris Woods, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER ™ professional. He truly loves educating people about critical topics in retirement planning. Chris has a Bachelor of Science in Managerial Economics from Central Washington University. He has over 17 years in the field of personal finance and has spent the last 5 years focusing on insurance and retirement planning.
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.
Whether you're single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.
This is strictly an educational event. There will be no sales pitch and no products offered.
This seminar may be of interest to those who have already retired as well as anyone approaching retirement.